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Lake Area Financial Services
We are pleased to announce as of April 6, 2020, your current Financial Advisor, Dale Carlson, will begin working as an Independent Advisor for LPL Financial. Dale has always offered financial services through his license with LPL Financial; however, he will now be working in a role independent of Lake Area Bank. This will dissolve Lake Area Bank’s division of Lake Area Financial Services.
Lake Area Bank is excited to partner with Dale in his new independent capacity and will continue to work with him on a referral basis to accommodate the financial services needs of bank customers as appropriate. In order to make this transition seamless, Dale will maintain an office at Lake Area Bank’s White Bear Lake branch; however, he will no longer be employed by Lake Area Bank as he transitions to his independent role through LPL Financial.
Important details about this change
You do not need to take any action at this time, as we have worked diligently to ensure that this will be a seamless transition for you. This change will have little impact on your account; however, we want to make sure you’re aware of the following:
- Services will now be offered under the company name LPL Financial (no longer Lake Area Financial Services)
- Your current investment portfolio will remain the same
- Your Financial Advisor will remain Dale Carlson
- This transition will occur at no cost to you
- You will continue to receive your regular statement(s) from LPL Financial (although you may notice a different logo beginning to appear on your statements)
- Your account number(s) will not change and you will continue to have convenient access to your account(s) just as you have in the past
It will be Dale’s top priority to provide continuity in the level of care and service that you are accustomed to. You will still be offered access to the same suite of products and services.
Please do not hesitate to reach out to Dale directly with any questions at:
Office: 651-762-3588 | Cell: 612-269-1370 | Email: [email protected]
Lake Area Bank CEO/President
LPL Financial Advisor
*Compensation has been paid in connection with this purchase.
Marc Campbell is not affiliated with LPL Financial.
Insurance products are offered through LPL or its licensed affiliates. Lake Area Bank and Lake Area Financial Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Lake Area Financial Services and may also be employees of Lake Area Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Lake Area Bank or Lake Area Financial Services. Securities and insurance offered through LPL or its affiliates are: